Funds holding Meridian Corp
136 funds declare a position · 25 ETFs and 111 other funds · 40.9M $ · US58958P1049
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 359,042 | 6.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 227,899 | 4.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 151,898 | 2.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 151,848 | 3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 112,035 | 2.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 6 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 96,029 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 7 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 90,576 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 8 | iShares Russell 2000 Value ETF iShares Trust | 69,366 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 9 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,895 | 976.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 10 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 49,980 | 971.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 11 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 48,361 | 940.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 12 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 45,688 | 888.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 13 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,049 | 829K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 14 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 43,800 | 830.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 15 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 41,554 | 782K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 16 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 38,891 | 731.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 17 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 36,966 | 695.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 31,343 | 609.3K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 19 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,419 | 459.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 20 | iShares Micro-Cap ETF iShares Trust | 23,436 | 444.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 21 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 19,873 | 374K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 22 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 18,061 | 351.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 23 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 17,998 | 338.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 24 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 17,494 | 340.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 25 | Master Small Cap Index Series Quantitative Master Series LLC | 15,715 | 298K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 26 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 15,603 | 295.8K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 27 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,480 | 291.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 28 | AUER GROWTH Unified Series Trust | 15,000 | 291.6K $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 29 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 14,000 | 263.5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 30 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 13,826 | 268.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 31 | iShares Russell 2000 Growth ETF iShares Trust | 13,392 | 253.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 32 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 12,837 | 249.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 33 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,316 | 231.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 34 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 11,842 | 222.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 35 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,600 | 225.5K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 36 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,290 | 195.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 37 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 10,132 | 190.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 38 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 9,297 | 176.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 39 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 8,984 | 170.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 40 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 8,984 | 170.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 41 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,800 | 110K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 42 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,475 | 103.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 43 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,419 | 105.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 44 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 5,056 | 95.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 45 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 4,960 | 96.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 46 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 4,705 | 91.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 47 | Small Cap Index Fund Northern Funds | 4,605 | 87.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 48 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 4,482 | 85K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 49 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,436 | 83.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 50 | Clearwater Select Equity Fund Clearwater Investment Trust | 4,230 | 80.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 51 | Global X Russell 2000 ETF GLOBAL X FUNDS | 4,019 | 75.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 52 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 3,846 | 72.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 53 | Small Cap Index Fund VALIC Co I | 3,688 | 71.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 54 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 3,530 | 66.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 55 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,388 | 64.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 3,304 | 62.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 57 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,300 | 62.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 58 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,958 | 56.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 59 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,797 | 53K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 60 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,646 | 49.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 61 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,420 | 45.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 62 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,370 | 46.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 63 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,343 | 44.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 64 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,200 | 41.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 65 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,100 | 39.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 66 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 1,867 | 35.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 67 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,862 | 35K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 68 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,780 | 33.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 69 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,715 | 32.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 70 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,698 | 32.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,591 | 29.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,537 | 29.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 73 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,436 | 27.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 74 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,429 | 26.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 75 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,379 | 26K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 76 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 1,295 | 24.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 77 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 1,290 | 24.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,244 | 23.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 79 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,185 | 22.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 80 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,181 | 22.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 81 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,142 | 21.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 82 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,141 | 21.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,129 | 21.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 84 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,098 | 20.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,031 | 19.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 86 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 1,022 | 19.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 87 | Victory Extended Market Index Fund Victory Portfolios III | 1,014 | 19.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | AST Small-Cap Equity Portfolio Advanced Series Trust | 960 | 18.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 89 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 926 | 17.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 90 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 787 | 14.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 91 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 784 | 14.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 92 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 751 | 14.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 93 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 751 | 14.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 94 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 716 | 13.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 95 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 630 | 11.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 96 | ProShares Ultra Russell2000 ProShares Trust | 574 | 11.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 97 | ProShares UltraPro Russell2000 ProShares Trust | 574 | 11.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 98 | Small Company Growth Portfolio Wilshire Mutual Funds Inc | 562 | 10.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 99 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 502 | 9.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 491 | 9.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
88 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Fourthstone LLC | 1,175,301 | 22.3M $ | as of Mar 31, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | 651,298 | 12.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 558,532 | 10.6M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 437,696 | 8.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 434,002 | 8.2M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 369,333 | 7M $ | as of Mar 31, 2026 |
| Ategra Capital Management, LLC | 239,210 | 4.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 213,062 | 4M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 192,682 | 3.7M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 168,863 | 3.2M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 166,439 | 3.2M $ | as of Mar 31, 2026 |
| Wick Capital Partners, LLC | 144,516 | 2.7M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 138,031 | 2.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 132,180 | 2.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 110,949 | 2.1M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 89,467 | 1.7M $ | as of Mar 31, 2026 |
| SEGALL BRYANT & HAMILL, LLC | 79,390 | 1.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 78,435 | 1.5M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 67,380 | 1.3M $ | as of Mar 31, 2026 |
| Meridian Wealth Partners, LLC | 66,839 | 1.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 66,549 | 1.3M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 66,538 | 1.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 65,048 | 1.2M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61,203 | 1.2M $ | as of Mar 31, 2026 |
| Key Financial Inc | 59,366 | 1.1M $ | as of Mar 31, 2026 |